Welcome to

InvestLinkSM

Retirement Plan Account Access

Our goal is to make your experience easy and fulfilling. By logging in, you authorize the processing of all transactions placed during your session.

InvestLink

InvestLink delivers real-time, on-demand, full access to your retirement plan details, reports and fees, as well as comprehensive educational materials and investment tool.

System Details

Our 3.1.0 release will include the following features:

Enhanced Participant Account SecurityTwo Factor Authentication now allows all users (Participants, Advisors, Sponsors and TPAs) the option to enable an additional level of security when signing into their account.

New! Call Center Support PINParticipants logging into their account will be presented with a Phone Support pop-up screen requiring them to specify a unique 4 -12 digit PIN.

Platform Optimization: Plan Reporting Limits INCREASED:Sponsors, TPAs and Advisors can now run reports and extracts for up to 3,000 plans at one time.

Platform Optimization: Job Queue and Contributions Home Page:We have made minor adjustments in these two functions in order to improve the overall user experience.

Login for additional details of the 3.1.0 release.

Login for additional release system details and features.

Assistance

Customer Service

866.634.5873

Reminder: Participant Fee Disclosure Notifications

Rule 408(b)(2) requires Covered Service Providers (CSPs) to provide to plan fiduciaries specific information on the services they provide and the compensation they receive for those services. These CSPs include ERISA fiduciary service providers, investment advisors, recordkeepers, brokers, TPAs, attorneys, actuaries and certain others.

Rule 404(a)(5) requires the plan administrator of participant-directed plans to provide participants with sufficient information to make informed decisions for their accounts. Distribution of the 404(a)(5) Participant Disclosure Notification is required once every 12 months.